Skip to Main
abstract background

Advisory, Transactional, or a Combination of BothBusiness Model Options

Our business models give you the freedom to grow with your vision and your clients’ goals in mind. Regardless of your business model, Oppenheimer provides a full range of investment brokerage capabilities, advisory programs, or a mix of both.

Advisor Stories

We are committed to helping you meet the needs of your clients and to growing your business. Our entire management team is singularly focused on helping you succeed both professionally and personally as you help your clients pursue their financial goals. Hear more from a few of our advisors in the short videos below.

Hiram Cortes

Managing Director - Investments
Houston, TX

Lawrence Rubinstein

Managing Director - Investments
Princeton, NJ

Tama Zaydon, CIMA®

Executive Director - Investments
Miami, FL

Darryl Lynch

Managing Director - Investments
Bellevue, WA

Investment Products & Services

abstract hexagon shapes

Investment Products

At our heart, we are investors. It’s our legacy, and it is what do best. Whether your business is primarily advisory, mostly transactional, or somewhere in-between, know you are providing clients with your best thinking and advice on how they should invest. We provide you with a full spectrum of products that you can seamlessly deliver to your clients.

cloud computing


You have direct access to thoughtful, insightful, and differentiated research to help you and your clients make informed investment recommendations. Forty senior research analysts cover over 600 companies across all of the major investing sectors. John Stoltzfus, Chief Investment Strategist, and Ari Wald, Head of Technical Analysis, and their teams regularly publish their perspectives on market dynamics.

digital background

Investment Banking

Our Investment Bank continually unearths opportunities and insights that are derived from working directly with organizations (public and private) who are looking to the capital markets for investment. The close connection between Oppenheimer’s wealth management business and the Investment Banking division provides you with an unobstructed view into the exciting growth sectors of the economy.

Private Market Opportunities (PMO), a collaborative effort among the firm’s global business units, is an investment platform focused on sourcing private investments across various sectors.

Man pointing at glass wall

Solutions for Specialty Businesses

There are more ways to pursue the success you envision. However you define success, we offer the support, flexibility, and ability to customize the practice you want to build. If you focus on specific types of clients, including professionals, entrepreneurs, celebrities, philanthropies, family offices, or international clients, we will assist you in growing your business in a way that fits your own values, goals, and aspirations.

business meeting shaking hands

Wealth Management Services

– Investment Consulting Services provided by Oppenheimer Asset Management
– Retirement Services
– Trust Services
– Corporate & Executive Services
– Financial Planning
– Insurance & Annuities

Let's Talk Your Future

Your drive to succeed, eagerness to take on challenges, and openness to collaborating with our diverse colleagues in the pursuit of excellence can make Oppenheimer the right place for you.

Oppenheimer is more than just another wealth management firm. The professionals who join us are a part of a distinct culture that helps them, and their clients succeed.

Explore Opportunities

We believe that you will discover something special about Oppenheimer. Read what the Chairman and Head of Private Client Division have to say to our recruits.

Read the Letter

We believe that you will discover something special about Oppenheimer, and find it is a unique platform to serve clients and grow your business.

Discover The Oppenheimer Difference

We provide the support, guidance, and service you need at every stage of the transition process.

Learn More

Oppenheimer financial professionals are recognized with several awards and programs each year for their experience, outstanding service to clients, and for being the best in the industry.

Learn More

As you consider changing firms, we’re sure you have a lot of questions about compensation. To help guide you, we’ve compiled a list of 5 key compensation-related questions to consider as you decide on the firm that is right for you.

Let’s Talk Compensation

With expertise spanning many disciplines – from hedge funds to mutual funds, from domestic investments to offshore opportunities – we have the experience and training to address complex investment strategies and help move your clients closer to their financial goals.

Meet the Team

Contact Us!

As we look ahead, we are hopeful that you continue to consider moving your business to Oppenheimer, and we believe you will discover exciting opportunities here.

Find a Branch Find a Branch